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Personal Investing

Personal Investing

Doing What’s Right for You

When you meet with the team at O Bee Financial Services you will get a good overview of all of your investment options. This convenient service will save you a great deal of time and help you to make well-educated decisions when choosing and planning your investments. We provide on-going support and scheduled reviews of your financial status to manage any necessary adjustments in your investing strategy.
A broad range of investment can make a difference in how your portfolio performs. We help you understand how economic conditions like inflation and changing interest rates can affect your investments and how best to plan for a long-term outlook. From time to time, it may be important to move your investments or consider different investing options due to sudden changes in your situation or in market conditions. O Bee Financial Services is here to help evaluate the situation and work with your goals in mind.

Many Options

There are many options available to you, and it's helpful to get the guidance of an experienced insider.
  • Stocks, Bonds & Mutual Funds
  • Tax-free Income Investments
  • Tax-Efficient Growth Investments
  • Retirement Planning
  • Retirement Plan Rollovers
  • Estate Planning
  • College 529 Plans
  • Long-Term Care Insurance

This information is not intended to provide specific investment or tax advice for any individual. Securities offered through LPL Financial, member FINRA / SIPCCheck the background of this investment professional on FINRA's BrokerCheck.

Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured O Bee Credit Union deposits are not NCUA insured. These products are not obligations of O Bee Credit Union and are not endorsed, recommended or guaranteed by O Bee Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of: WA, OR, ID, AZ, CA

  • Not FDIC/NCUA Insured
  • Not Bank/Credit Union Guaranteed
  • May Lose Value
  • Not Guaranteed by any Government Agency
  • Not a Bank/Credit Union